Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is reportedly planning to raise wafer foundry prices by 3% to 6% starting January 2027, with steeper increases for its most advanced manufacturing processes.
Demand Now Stretches Into 2030 The company’s visibility into future demand now extends to 2030, according to a report by DigiTimes. Prices for older, more specialized chips are rising, too.
The report noted that TSMC’s mature and specialty capacity is also tightening, with 8-inch fabs reportedly operating above 100% utilization and processes at 45nm and below fully loaded. That demand is being driven by AI-related components like power-management chips, basic transistors, and chips that control other hardware components, along with advanced packaging work such as optical communications and silicon interposers.
TSMC did not immediately respond to Benzinga’s request for comment. Read Also: Mike Johnson Slams Democrats Over Tax Cuts, Federal Paychecks and Government Shutdowns: 'Democrats are on the Side of Crazy' Rival Foundries Could Follow TSMC This price adjustment directly raises customers’ wafer fabrication costs, with supply chain sources noting that TSMC’s 2nm and 3nm wafers remain in short supply.
Rival foundries, including Samsung Electronics Co. Ltd.
(OTC:SSNLF) and Intel Corp. (NASDAQ:INTC), could follow TSMC’s lead on pricing.
S. and Chinese customers up 10% to 15% since July, Reuters reported.
51% in early pre-market trading on Thursday. 68).
Benzinga edge rankings indicate that TSMC’s stock has Momentum and Growth Scores in the 89th percentile. See More: Top Momentum Stocks Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
